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Conversation AI - New Knowledge Sources & Quality Upgrades

This guide explains Patient Copilot’s new Knowledge Sources Support & Quality Upgrades for Conversation AI. Tables, rich-text, file uploads, and an ultra-smart retrieval pipeline, so you can serve crystal-clear, context-aware answers at scale. * * * ## What is the New Knowledge Sources Support? Patient Copilot’s latest Conversation AI release expands the kinds of content your bot can learn from (tables, rich text, files) and layers in a new re-ranking engine that pulls the single most relevant snippet before it answers. Together, these upgrades boost response precision, shorten setup time, and show you exactly which source each answer used. * * * ## Key Benefits of Knowledge Sources Support & Quality Upgrades - Higher answer accuracy: Automatic re-ranking ensures the most relevant information is retrieved before generating a response.

  • Faster rollout: Add or replace data sources instantly without the need for retraining from scratch.
  • Flexible training: Support for spreadsheets, rich-text documents, PDFs, and more expands what your AI can learn from.
  • Total transparency: Every response includes clickable source links in the Response Info side drawer for full visibility. * * * ## Smarter Retrieval with Re-Ranking A lightweight ranking layer now sits between search and answer generation. After the initial vector search returns potential matches, the re-ranker scores each chunk for semantic closeness to the user’s question and sends only the top-ranked passages to the LLM. The result is fewer hallucinations and tighter, on-topic replies. * * * ## Expanded Data Type Support Your knowledge base no longer speaks “plain-text only.” You can now: - Paste or upload Tables (CSV/TSV) so AI can reference structured values (e.g., pricing grids).
  • Add Rich-Text blocks—including headings, bold, lists—directly in the editor.
  • Upload Files (PDF, DOCX, PPT, TXT) and let the system auto-chunk the content for search. * * * ## Crystal-Clear Source Attribution Every AI response inside Conversations shows a “Response Info” icon. Click it to open the side drawer and view: - The exact knowledge chunk(s) used.
  • File or URL name, FAQ label, and timestamp.
  • Quick-edit options to correct or replace the source on the fly. * * * ## How To Setup & Use Knowledge Sources Support ### Step 1: Create or Open a Knowledge Base 1. Sign in to your sub‑account.
  1. From the left‑hand menu, click on the AI Agents tab.!(https://assets.patientcopilot.ai/89d5ed6a69fa10f9.png) 3. Click on the Knowledge Base tab.!(https://assets.patientcopilot.ai/da3b99405418471b.png) 4. Click + Create Knowledge Base button to create a new one**.** !(https://assets.patientcopilot.ai/01e66d8b7803408d.png) 5. or Edit an existing Knowledge Base by clicking the Knowledge Base name, or click the three dots and choose Edit.!(https://assets.patientcopilot.ai/25f0d0c7f921376e.png) ### Step 2: Add Knowledge Sources 1. Click + Add Source button.
  2. Choose from available types: Tables, Rich****Text, File****Upload. (New in this update) 3. Upload Tables, Files or add Rich Text.!(https://assets.patientcopilot.ai/6ad81f2cc78e0275.gif) ### Step 3: Attach the Knowledge Base to a Conversation AI Bot 1. In AI Agents, click Conversation AI.
  3. Click on the Agent List tab.!(https://assets.patientcopilot.ai/6e957fc3984e8e88.png) 3. To create a new bot, click + Create Bot. (Check out our detailed guide on Setting Up Conversation AI)!(https://assets.patientcopilot.ai/2d7ab8e577ee4311.png) 4. To edit an existing bot, click the bot’s name, or click the three dots and choose Edit.!(https://assets.patientcopilot.ai/c3f20a1b004cc2b4.png) 5. Click on the Bot Training tab
  4. In Knowledge Base, select the Knowledge Base you just created or updated (including the new Rich Text, Tables, and Files sources).!(https://assets.patientcopilot.ai/9a4ae5a01dbdfbcc.gif) ### Step 4: Test the Bot with Your Knowledge Base 1. Type a prompt in the Test Your Bot window.
  5. Ask various questions to get a better idea of what needs to be improved in your knowledge base.!(https://assets.patientcopilot.ai/fe5e12ccc2efd445.png) ### Step 5: Inspect Which Knowledge Chunks Powered the Reply 1. From your sub‑account dashboard, go to Conversations.
  6. Open a conversation where the Conversation AI bot posted a reply.
  7. Next to that AI message, click AI Response Info button.!(https://assets.patientcopilot.ai/6c8b53f1a3deb8b6.png) 4. Open Knowledge Chunks to see up to three chunks used for that answer.!(https://assets.patientcopilot.ai/a4c407ae176663c8.png) * * * ## Frequently Asked Questions Q: Do I need to retrain the bot after adding a file or table? No. Once saved, the new data is indexed instantly and the re-ranker uses it on the next query. Q: What file types are supported? PDF, DOC/DOCX, PPT/PPTX, TXT, and CSV (for tables). **Q: What is the maximum number of columns that can be parsed in a table? **Import CSV files with up to 500 columns and select the 20 most relevant columns Q: Can I combine tables, rich text, and URLs in one knowledge base? Absolutely. The retrieval pipeline treats every chunk equally, then re-ranks for best match. * * * ## Related Articles - Conversation AI Bot - Explained